News

We are pleased to announce that Fintelligence has been approved as an endorsed CPD activities provider by CISI. For more … read more

Are you advising Swiss clients on behalf of a financial service provider that is not subject to prudential supervision in … read more

External asset managers and their advisors can now participate at Fintelligence’s SAAM-accredited e-learning programs and earn credit points. By doing … read more

With Fintelligence as a training and certification partner, VP Bank has successfully certified its client advisors according to the SAQ … read more

The ‚Resource Resilience for Client Advisors‘ training program develops the skills and abilities of client advisors in a targeted and … read more

In light of the introduction of FinSA and FinIA, financial service providers and their employees face new challenges. Targeted profiling … read more

Fintelligence offers E-Learning modules covering key topics of AML and Bank Compliance for employees at banks and asset management companies. … read more

Fintelligence offers you an efficient and attractive way to recertify your SAQ Certificate ‘Client Advisory Bank’: you will get access … read more

Over the past 15 months, Zuger Kantonalbank has successfully certified its client advisors with Fintelligence as a training and certification … read more

Private banking has been undergoing fundamental changes for quite some time. New consulting and pricing models are being introduced, while digitization redefines customer contacts, … read more